Ellis Investment Partners, LLC - Portfolio overview

Ellis Investment Partners, LLC has 290 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 4.96%
2. DVY - ISHARES TR, 4.91%
3. AAPL - APPLE INC, 4.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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